KFA
CFG icon

Kelleher Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Kelleher Financial Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21K Hold
350
– – 0.01% 468
2025
Q4 		$20.4K Hold
350
– – ﹤0.01% 510
2025
Q3 		$18.6K Buy
+350
New +$17.4K ﹤0.01% 443

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Kelleher Financial Advisors's CFG Position: Q1 2026 in Review

Kelleher Financial Advisors held its Citizens Financial Group (CFG) position steady in Q1 2026 at 350 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #468.

Kelleher Financial Advisors first reported a position in CFG in Q3 2025 and has held it in 3 quarters since. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Kelleher Financial Advisors held 350 shares of Citizens Financial Group worth $21K as of Q1 2026.
  • Kelleher Financial Advisors left its Citizens Financial Group share count unchanged in Q1 2026.
  • Citizens Financial Group made up 0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #468 holding.
  • Kelleher Financial Advisors first reported a position in Citizens Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.